Kale Gideon (CRD# 7435431) is an Investment Advisor Representative working at Lpl Financial LLC in Kearney, NE and has 1 year of experience in the finance industry.
CRD# 5401158
Wealthplan Partners
CRD# 2466996
Ameritas Advisory Services, LLC
CRD# 1004839
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Kearney, NE | Sep 2021 - Current | 2 |
| Bluestone Wealth Advisors | Kearney, NE | Oct 2021 - Feb 2022 | < 1 |
| Kearney Winlectric | Kearney, NE | Jun 2020 - Sep 2021 | 1 |
| Orthman Manufacturing | Lexington, NE | Feb 2020 - Jun 2020 | < 1 |
| Yrtc Kearney | Kearney, NE | Aug 2019 - Feb 2020 | < 1 |
| Menards | Kearney, NE | Apr 2018 - Aug 2019 | 1 |
| Unk Campus Recreation | Kearney, NE | Aug 2017 - Apr 2018 | < 1 |
| Messenger Construction | Kearney, NE | May 2017 - Aug 2017 | < 1 |
| University Of Nebraska At Kearney (unk) | Kearney, NE | Aug 2016 - May 2017 | < 1 |
| Dobbins Heating & Air | Burwell, NE | Aug 2014 - Aug 2016 | 2 |
| City Of Burwell | Burwell, NE | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NE
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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